Merchandise Financial Planner

Bealls • Bradenton, FL

15d • Hybrid

About The Position

The Merchandise Financial Planner (Planner) is responsible for developing, analyzing, and managing financial plans that support the overall merchandise strategy. This position ensures that sales, margin, inventory, and profit goals are met by creating robust financial frameworks, collaborating with buying and location teams, and providing actionable insights that drive business performance.

Requirements

• Bachelor’s degree in Business, Finance, Merchandising, or a related field
• 3+ years of experience in merchandise planning, financial planning, or a related retail position
• Strong analytical skills and proficiency in Excel, planning systems and reporting tools
• Deep understanding of key retail metrics (sales, gross margin, turn, weeks of supply, open-to-buy)
• Excellent communication and presentation skills with the ability to influence cross-functional partners
• Detail-oriented with the ability to manage multiple priorities and meet deadlines

Responsibilities

• Support the development of strategic merchandise plans that align with company goals
• Develop and manage pre-season and in-season merchandise financial plans, including sales, markdowns, margins, inventory, and open-to-buy
• Reforecast financial plans based on performance trends and market dynamics
• Analyze historical data and current trends to identify risks and opportunities
• Provide insights on category performance, sales trends, and inventory productivity
• Partner with Buyers, Location Planners, and Allocation teams to align financial plans with assortment strategies
• Prepare and present financial reports, analysis, and recommendations to senior leadership
• Monitor inventory levels and recommend actions to optimize stock-to-sales ratios
• Collaborate with allocation teams to manage replenishment and ensure the timely flow of merchandise
• Additional duties as assigned

Benefits

• We provide weekly pay and comprehensive benefits, health and wellness perks including paid time off and retirement saving plans because associate well-being is a priority.
• We offer corporate associates the flexibility of hybrid work schedules, with variations by department.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level